top of page

Here's what other agents say about working with UMS

The testimonial statements provided are not employed by with Underwriters Marketing Service. The testimonials may not be representative of the experience of other financial professionals and are no guarantees of future success.  The testimonials were not paid for.

Being in practice for more than 20 years, I have done business with numerous brokerages.  But none match the level of caring service I get with each and every case I have placed with UMS.  Their attention to detail is second to none.  From initial illustration to policy placement, their proactive support is unmatched.  UMS is truly a joy to work with.

Les S Cherry Hill NJ

Mary Ann, It has come to my attention that your entire staff provides truly exceptional service. I want to thank you for all that they do. Especially, today, I would like to recognize both Katie and Tricia……….

Our agency always gets the best from each of them. They are routinely very personable and sensitive to our needs and the needs of our clients. Their expertise with Long Term Care solutions is accurate, creative, and doable. Whether it be the traditional products or a hybrid solution, both Tricia and Katie share their valuable product knowledge to come up with the best possible solutions for the satisfaction of all concerned. They know the market place better than anyone and provide us with quality innovative workable solutions. Our cases are kept up to date during the entire underwriting process. Questions are answered promptly and with accuracy! You can tell that both Tricia and Katie care about what they do! We appreciate working with such dedicated professionals! They do the Usual, Unusually Well!



Bill L, Easton MD

In my 38 years of involvement with the insurance industry, in the capacity of agent/broker or financial advisor, I have experienced a level of satisfaction and professionalism with my dealings through UMS that is without comparison of the highest level.   Their assistance with and comprehension of each insurance company's underwriting requirements has been extremely helpful with expediting policy issue.  They also bring a feeling of "family caring," an important aspect in our business as an independent agent "going it alone."  It starts from the top and their President, MaryAnn Lacey-Gray is a gem of a person who will help in any way she can to make your business successful.

Dominick C, Sarasota FL

I would like to give a hearty heartfelt thank you to Underwriters Marketing Service for the excellent support they provide for me.  They offer an unbeatable slate of strong insurance companies that provide an array of creative products to fit my client's financial needs.  The technical knowledge and suitable recommendations offered by the Annuity Department has been instrumental to me in closing large cases.   I would be remiss if I didn't mention the great support given by the other depatments as well.  UMS has been invaluable throughout my career.  They are an extension of my office.

Jerry E, Vineland NJ

Underwriting Marketing Service lives up to their motto, "Be in Business for yourself, not by yourself."


Over the last eight years of working with the staff, particularly Tricia and Katie, I have had an invaluable resource in making LTCI sales.  From education, product design, knowledge of underwriting guidelines, these two women have helped at every turn.  Information and sales concepts shared are up to date and frequently they offer strategies and ideas beyond what I might have conceived.  Whether new to LTCI or a seasoned agent in extended healthcare planning, the resources and support of Tricia and Katie will help boost your confidence and sales potential. You will never find that you are by yourself.

Edgar B, Maplewood NJ

bottom of page